Discover A Purpose For Your Wealth

At CapTrust, we create a plan based on your priorities and values. That’s why, instead of starting with dollars and cents, we start with a discussion about the real riches in your life: family, friends, faith and service to others. Knowing what’s important to you enables us to not just give valuable advice, but invaluable insights into the best strategies that help you design a life well lived.

Wealth Planning

Are the solutions you have in place comprehensive and fitting for your needs to optimize your outcomes?

  • Financial Planning
  • Estate Planning
  • Tax Planning
  • Business Transition
  • Executive Services
  • Asset Protection
  • Philanthropic Planning & Guidance

Investment Management

Are you investing your resources wisely?

  • Asset Allocation Strategies
  • Custom Indexing
  • Individual stocks & bonds
  • Mutual funds & ETFs
  • Alternative Investments
  • Private Equity Investments
  • Real Estate
  • ESG, BRI, Impact

Life Guidance and Legacy Planning

What are your deepest values and highest life priorities?

  • Life & Family: Exploring your mission, vision, & values
  • Legacy Planning – Preparing heirs
  • Family Meetings: casting the vision & executing upon it

Your thoughts about money impact your financial choices.

Acquiring wealth, growing it and using it — there’s a lot to discuss, and a lot of options to consider. Let’s talk.

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